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Re: gilead23 post# 108107

Wednesday, 10/25/2023 11:45:57 AM

Wednesday, October 25, 2023 11:45:57 AM

Post# of 129714
TMGEF/TMG.V - same, kept just 20% of my original position. In the past, they've frequently failed to deliver on expectations. Even if you're optimistic (say they can do 3M in EBITDA), it's trading at 10-12 forward EV/EBITDA at this point, which is pretty rich.

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